Thaddeus H Waterman Trust Uw
Thaddeus H Waterman Trust Uw is a private foundation, based in Mobile, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $765K in total assets. In 2025, it awarded 2 grants totaling $39K. Net investment income was $50K.
Thaddeus H Waterman Trust Uw at a glance
In short: Thaddeus H Waterman Trust Uw gave $39K across 2 grants in 2025 (avg $20K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,111
- +5.3% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $19,556
- +5.3% vs 2024
- Median grant
- $19,556
- Total assets
- $764,851
- +1.2% vs 2024
- Primary geography
- Alabama (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Thaddeus H Waterman Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was University of South Alabama ($29K). Together the top 2 received $39K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Thaddeus H Waterman Trust Uw gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $37K (2024) to $45K (2022). In 2025 it made 2 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of South Alabama Mobile, AL | For Providing Scholarships | $29,333 |
| Altapointe Health Mobile, AL | For Purposes Designated by Board of Trustees | $9,778 |
Ready to take the next step with Thaddeus H Waterman Trust Uw?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $764,851 | $62,585 | $53,737 | $39,111 | 2 | $40,296 | $50,004 | $41,129 |
| 2024 | $755,607 | $51,043 | $50,976 | $37,147 | 2 | $38,497 | $38,814 | $40,460 |
| 2023 | $755,539 | $27,638 | $53,649 | $40,377 | 2 | $41,977 | $15,134 | $38,747 |
| 2022 | $781,552 | $24,419 | $61,357 | $45,216 | 2 | $46,666 | $12,077 | $41,827 |
| 2021 | $818,736 | $99,450 | $58,496 | $41,947 | 2 | $43,647 | $85,725 | $46,917 |
| 2020 | $777,828 | $52,636 | $55,884 | $41,444 | 2 | — | $39,796 | $43,546 |
Under IRS private-foundation payout rules, Thaddeus H Waterman Trust Uw reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Thaddeus H Waterman Trust Uw's only listed officer is Regions Bank Trust Department, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Regions Bank Trust Department
Trustee
On filings since 2020
2 hrs/week
$12K (2020) → $12K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $12K, to Regions Bank Trust Department (Trustee).
Frequently asked questions about Thaddeus H Waterman Trust Uw
How much does Thaddeus H Waterman Trust Uw give each year?
Thaddeus H Waterman Trust Uw gave $39K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $37K across 2 grants.
How large is Thaddeus H Waterman Trust Uw?
Thaddeus H Waterman Trust Uw reported $765K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Thaddeus H Waterman Trust Uw operate?
Thaddeus H Waterman Trust Uw has awarded grants in Alabama.
What is Thaddeus H Waterman Trust Uw's EIN?
Thaddeus H Waterman Trust Uw's EIN (Employer Identification Number) is 63-6110169. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Thaddeus H Waterman Trust Uw funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Thaddeus H Waterman Trust Uw's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Alabama Audubon
Birmingham, AL
Alabama Audubon's mission is to promote conservation and a greater knowledge of birds, their habitats, and the natural world.
Assets
$1.0M
Grants
1
Total Given
$5K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Jags Impact Inc
Mobile, AL
Jags Impact, inc. Is a not-for-profit corporation organized for the use of name image likeness to serve the local community and student athletes at the university of South Alabama who support local charities and their charitable events.
Assets
—
Grants
1
Total Given
$41K
Asrt Foundation
Albuquerque, NM
Our mission is to fund medical imaging and radiation therapy students and professionals by providing scholarships, research grants, global outreach fellowships and other scholarly activities to enhance the quality and safety of patient care. We are the philanthropic arm of the American society of radiologic technologists, the world's largest radiologic science organization.
Assets
$11.4M
Grants
2
Total Given
$35K
Herbert a Meisler Charitable Foundation
Birmingham, AL
The Herbert A Meisler Charitable Foundation funds charitable organizations, with recent grants supporting autism and developmental disabilities services and cancer-related work. Its 2025 grants ranged from $25,000 to $250,000, mostly benefiting organizations in Alabama, with some support in Georgia. It does not accept unsolicited requests and gives only to preselected organizations.
Assets
$842K
Grants
2
Total Given
$275K
Educational Testing Service
Princeton, NJ
ETS funds education research, assessment, community education programs, and scholarships; its recent community grants were $7,500–$25,000, while TOEFL research awards can reach $50,000 or $100,000. Its reported community grants went to New Jersey organizations, and its listed scholarships are U.S.-wide. The research and scholarship application cycles described are closed; the profile does not state whether ETS accepts unsolicited requests.
Assets
$1.6B
Grants
3
Total Given
$53K
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Thaddeus H Waterman Trust Uw's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Thaddeus H Waterman Trust Uw down — hundreds of funders to go?